Barry S. Lerner, Dpm
Plan context: Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust
EIN 16-1169600 • Middletown, NY • 18 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$884,852
2015 Contributions
$1,511
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2014 | 1 | 2 | $884,852 | $0 | - |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 2 | $884,852 | $0 | - |
| 2013 | 1 | 3 | $889,555 | $0 | - |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $889,555 | $0 | - |
| 2012 | 1 | 3 | $900,809 | $1,511 | $504iApproximate average salary by contribution assumption: employee only about $12,592 at 4% or $8,394 at 6%; with 50% employer match about $8,394 at 4% or $5,596 at 6%; with 100% employer match about $6,296 at 4% or $4,197 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $900,809 | $1,511 | $504iApproximate average salary by contribution assumption: employee only about $12,592 at 4% or $8,394 at 6%; with 50% employer match about $8,394 at 4% or $5,596 at 6%; with 100% employer match about $6,296 at 4% or $4,197 at 6%. |
| 2011 | 1 | 3 | $887,213 | $1,218 | $406iApproximate average salary by contribution assumption: employee only about $10,150 at 4% or $6,767 at 6%; with 50% employer match about $6,767 at 4% or $4,511 at 6%; with 100% employer match about $5,075 at 4% or $3,383 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $887,213 | $1,218 | $406iApproximate average salary by contribution assumption: employee only about $10,150 at 4% or $6,767 at 6%; with 50% employer match about $6,767 at 4% or $4,511 at 6%; with 100% employer match about $5,075 at 4% or $3,383 at 6%. |
| 2010 | 1 | 3 | $901,645 | $1,220 | $407iApproximate average salary by contribution assumption: employee only about $10,167 at 4% or $6,778 at 6%; with 50% employer match about $6,778 at 4% or $4,519 at 6%; with 100% employer match about $5,083 at 4% or $3,389 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $901,645 | $1,220 | $407iApproximate average salary by contribution assumption: employee only about $10,167 at 4% or $6,778 at 6%; with 50% employer match about $6,778 at 4% or $4,519 at 6%; with 100% employer match about $5,083 at 4% or $3,389 at 6%. |
| 2009 | 1 | 3 | $922,966 | $1,128 | $376iApproximate average salary by contribution assumption: employee only about $9,400 at 4% or $6,267 at 6%; with 50% employer match about $6,267 at 4% or $4,178 at 6%; with 100% employer match about $4,700 at 4% or $3,133 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $922,966 | $1,128 | $376iApproximate average salary by contribution assumption: employee only about $9,400 at 4% or $6,267 at 6%; with 50% employer match about $6,267 at 4% or $4,178 at 6%; with 100% employer match about $4,700 at 4% or $3,133 at 6%. |
| 2008 | 1 | 3 | $903,352 | $2,124 | $708iApproximate average salary by contribution assumption: employee only about $17,700 at 4% or $11,800 at 6%; with 50% employer match about $11,800 at 4% or $7,867 at 6%; with 100% employer match about $8,850 at 4% or $5,900 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $903,352 | $2,124 | $708iApproximate average salary by contribution assumption: employee only about $17,700 at 4% or $11,800 at 6%; with 50% employer match about $11,800 at 4% or $7,867 at 6%; with 100% employer match about $8,850 at 4% or $5,900 at 6%. |
| 2007 | 1 | 3 | $866,090 | $2,032 | $677iApproximate average salary by contribution assumption: employee only about $16,933 at 4% or $11,289 at 6%; with 50% employer match about $11,289 at 4% or $7,526 at 6%; with 100% employer match about $8,467 at 4% or $5,644 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $866,090 | $2,032 | $677iApproximate average salary by contribution assumption: employee only about $16,933 at 4% or $11,289 at 6%; with 50% employer match about $11,289 at 4% or $7,526 at 6%; with 100% employer match about $8,467 at 4% or $5,644 at 6%. |
| 2006 | 1 | 3 | $817,985 | $2,080 | $693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $817,985 | $2,080 | $693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%. |
| 2005 | 1 | 3 | $779,973 | $2,070 | $690iApproximate average salary by contribution assumption: employee only about $17,250 at 4% or $11,500 at 6%; with 50% employer match about $11,500 at 4% or $7,667 at 6%; with 100% employer match about $8,625 at 4% or $5,750 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $779,973 | $2,070 | $690iApproximate average salary by contribution assumption: employee only about $17,250 at 4% or $11,500 at 6%; with 50% employer match about $11,500 at 4% or $7,667 at 6%; with 100% employer match about $8,625 at 4% or $5,750 at 6%. |
| 2004 | 1 | 3 | $768,780 | $1,400 | $467iApproximate average salary by contribution assumption: employee only about $11,667 at 4% or $7,778 at 6%; with 50% employer match about $7,778 at 4% or $5,185 at 6%; with 100% employer match about $5,833 at 4% or $3,889 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $768,780 | $1,400 | $467iApproximate average salary by contribution assumption: employee only about $11,667 at 4% or $7,778 at 6%; with 50% employer match about $7,778 at 4% or $5,185 at 6%; with 100% employer match about $5,833 at 4% or $3,889 at 6%. |
| 2003 | 1 | 3 | $774,195 | $17,735 | $5,912iApproximate average salary by contribution assumption: employee only about $147,792 at 4% or $98,528 at 6%; with 50% employer match about $98,528 at 4% or $65,685 at 6%; with 100% employer match about $73,896 at 4% or $49,264 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 3 | $774,195 | $17,735 | $5,912iApproximate average salary by contribution assumption: employee only about $147,792 at 4% or $98,528 at 6%; with 50% employer match about $98,528 at 4% or $65,685 at 6%; with 100% employer match about $73,896 at 4% or $49,264 at 6%. |
| 2002 | 1 | 4 | $733,438 | $18,679 | $4,670iApproximate average salary by contribution assumption: employee only about $116,744 at 4% or $77,829 at 6%; with 50% employer match about $77,829 at 4% or $51,886 at 6%; with 100% employer match about $58,372 at 4% or $38,915 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 4 | $733,438 | $18,679 | $4,670iApproximate average salary by contribution assumption: employee only about $116,744 at 4% or $77,829 at 6%; with 50% employer match about $77,829 at 4% or $51,886 at 6%; with 100% employer match about $58,372 at 4% or $38,915 at 6%. |
| 2001 | 1 | 4 | $743,347 | $17,140 | $4,285iApproximate average salary by contribution assumption: employee only about $107,125 at 4% or $71,417 at 6%; with 50% employer match about $71,417 at 4% or $47,611 at 6%; with 100% employer match about $53,563 at 4% or $35,708 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 4 | $743,347 | $17,140 | $4,285iApproximate average salary by contribution assumption: employee only about $107,125 at 4% or $71,417 at 6%; with 50% employer match about $71,417 at 4% or $47,611 at 6%; with 100% employer match about $53,563 at 4% or $35,708 at 6%. |
| 2000 | 1 | 4 | $768,222 | $26,319 | $6,580iApproximate average salary by contribution assumption: employee only about $164,494 at 4% or $109,663 at 6%; with 50% employer match about $109,663 at 4% or $73,108 at 6%; with 100% employer match about $82,247 at 4% or $54,831 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 4 | $768,222 | $26,319 | $6,580iApproximate average salary by contribution assumption: employee only about $164,494 at 4% or $109,663 at 6%; with 50% employer match about $109,663 at 4% or $73,108 at 6%; with 100% employer match about $82,247 at 4% or $54,831 at 6%. |
| 1999 | 2 | 4 | $856,313 | $507,704 | $126,926iApproximate average salary by contribution assumption: employee only about $3,173,150 at 4% or $2,115,433 at 6%; with 50% employer match about $2,115,433 at 4% or $1,410,289 at 6%; with 100% employer match about $1,586,575 at 4% or $1,057,717 at 6%. |
| Barry S. Lerner, Dpm Defined Contribution Pension Plan & Trust | - | 4 | $856,313 | $507,704 | $126,926iApproximate average salary by contribution assumption: employee only about $3,173,150 at 4% or $2,115,433 at 6%; with 50% employer match about $2,115,433 at 4% or $1,410,289 at 6%; with 100% employer match about $1,586,575 at 4% or $1,057,717 at 6%. |
| Barry S. Lerner, Dpm Profit Sharing Plan & Trust | - | 0 | - | - | - |